A live archive of receipt-bound excerpts from company earnings calls. No generated thesis, no recommendation — just the recorded language, its source coordinates, and a direct path into the ticker dossier or live Terminal.来自公司财报电话会的可追溯摘录档案。没有生成式投资结论，也没有推荐——只有原始表述、来源坐标，以及进入个股档案或实时终端的直接入口。
Start free in Terminal免费开始使用终端50 verified call records份已核验电话会记录 · 600 exact facts条精确事实 · 2026-09-07 → 2026-09-13
Browse the full archive page by page. Search on this page by ticker, period, category, or speaker; every card preview is a verbatim call excerpt.分页浏览完整档案。在本页按代码、期间、分类或发言人搜索；每张卡片预览均为电话会原文摘录。
Showing records 961–1056 of 5581.显示第 961–1056 条，共 5581 条。
“While industry activity improved modestly during the second quarter, rising from 543 rigs at the end of Q1 to 573 rigs at the end of Q2, our profitability was negatively impacted by significant margin compression within our Coiled Tubing business.”
“It is worth noting that third quarter same-store NOI growth is expected to be negatively impacted by short-term incentives targeting communities with occupancy levels generally remaining below 85%.”
“Gross margin decreased 60 basis points to 29.3%, driven by lower product margin, primarily due to an unfavorable change in sales mix, as well as higher merchandise inventory shrink and freight costs.”
“We expect to recover the affected volume in the second half, supported by the cathode inventory built during the quarter, and our 2026 sales guidance remains unchanged.”
“We continue to capture the operating leverage of growing a business with asset growth of 50% and expenses just up 3.6%.”
“We delivered operating profit of $96.1 million, representing a non-GAAP operating margin of 13.8%, and we generated free cash flow of $56.4 million during the quarter, up 69% year-over-year.”
“At June 30th, our weighted average internal risk rating was 4.3 times, consistent with the prior quarter, and our watch list, consisting of names with internal risk ratings of 6 or worse, increased slightly to 10.8% at the end of the second quarter, compared to 8.4% as of the end of the first quarter.”
“Around $480 million or so of originations would be in our outlook, which is still on track, and you can use that along with the net reserve rate in order to estimate really the impact above and beyond what our original outlook was for EPS for the year.”
“For increased fiscal 2026 adjusted EBITDA guidance, we remain on track to deliver another year of meaningful margin expansion while we continue to navigate slower new residential construction activity and broader external uncertainty.”
“Expand and convert our commercial pipeline to enduring revenue, build a healthy and sustainable gross margin profile, efficiently manage cash with discipline while funding the programs that are most closely aligned with customer demand and commercialization, and astutely raise capital to support our business needs as we continue to execute our LiDAR 2.0 strategy.”
“In Block 15-1/05, we have, I would say, very well characterized, and the learnings from HSV don't significantly impact our prospectivity there.”
“Two years ago, we had approximately eight customers with $10 million in revenue.”
“As a result, we've raised our production guidance from year-over-year oil growth of 4% to 7%.”
“TriLink revenue increased 12%, driven by strong demand for GMP consumables and continued strength in discovery mRNA, particularly from larger preclinical programs, building our potential GMP pipeline as customer programs advance into clinical development.”
“The company generated $126.1 million of revenue and PPA income, more than doubling last year's revenue, driven primarily by the 127% increase in sales volumes of NdPr.”
“Net sales for the company's Monster Energy drinks segment increased 21.6% to $2.36 billion for the 2026 second quarter, from $1.94 billion for the 2025 second quarter.”
“Our updated full-year guidance implies fourth quarter adjusted diluted EPS at the midpoint of $1.91 and adjusted EBITDA margin of approximately 13%.”
“Total revenue increased 18% in the second quarter, with all business segments registering growth.”
“Second quarter operating income was approximately $320 million, yielding an operating margin of 25.6%, which was up 480 basis points year-over-year and well above our guidance midpoint.”
“Summarizing the quarter, total revenue was $54 million, up 18% year-over-year and above the high end of our previous guidance range, with Adjusted EBITDA margin of approximately 38% on revenue scale, favorable mix, and expense discipline.”
“For the second quarter of 2026, total company production volumes grew by 8% year-over-year at 106.1 thousand barrels of oil equivalent per day, above our expectations and earlier guidance, with oil production growing by 5% and averaging 41.9 thousand barrels per day.”
“In terms of profitability, core EPS grew 16%, reflecting 12% growth in core earnings and the benefits of continued share buybacks.”
“Group Benefits had an outstanding quarter, generating adjusted earnings of $503 million, up 25% year-over-year, driven by favorable underwriting margins and volume growth.”
“Looking ahead, we are reaffirming our 2026 earnings per share guidance range of $0.93-$1.00.”
“We expect our non-GAAP gross margin to be between 66%-67% of sales.”
“We expect our non-GAAP gross margin to be between 66%-67% of sales.”
“We expect 2026's full-year inflation impact to be between $40 million and $50 million, in line with estimates provided on our Q1 earnings call.”
“Exaion's revenues this year will be in the low eight digits, most likely, we expect them to continue to grow as Exaion diversifies their customer base.”
“Organic volume growth of 1%, led by continued strength in our infrastructure product categories, together with higher selling prices implemented to recover raw material inflation, was largely offset by planned portfolio and product mix actions associated with Project CORE.”
“Adjusted EBITDA grew 37% year-over-year, reflecting continued cost leverage, driving margin expansion, and our fourth consecutive quarter of over $1 billion in free cash flow for the trailing 12 months.”
“Revenues for the second quarter of 2026 represented net sales of INPEFA, and revenues for the second quarter of 2025 included $27.5 million in licensing revenue recognized from the Novo Nordisk licensing agreement, in addition to net sales of INPEFA.”
“We are increasing our 2026 SHOP acquisition guidance by 50% to $900 million at the midpoint and will have closed $700 million in acquisitions by the end of September.”
“Looking at our cash flows for the H1 of 2026, we used approximately $8.3 million in operations, reflecting the continued investment in our fuel development program and expanded team.”
“For the fiscal fourth quarter of 2026, we expect continued strong profitability led by our retail supply chain group, solid performance from GovDeals, and growth in CAG.”
“For a more detailed discussion of the risks that could impact our future operating results and financial condition, we refer you to our recent SEC filings, including our Form 10-K for the year ended December 31st, 2025, as well as our Form 10-Q for the second quarter of 2026, which we expect to file tomorrow and encourage you to review at your earliest convenience.”
“Whether OEM production rates are high or aftermarket is active, whether military budgets have short-term increases or not, or whether consumers prefer to fly commercial aircraft or utilize private aviation, our model of capturing 30, 40, or even 50-year annuities generated from a widely diversified set of customers and platforms that is consistently growing and enhancing our new business pipeline is the reason we are so confident that Loar will generate double-digit organic growth rates for the long term and do that with ever-increasing margins, cash flow, and predictability.”
“We remain confident that television will achieve significant year-over-year growth in fiscal 2027, due to both our previously announced outlook to double-scripted episodic deliveries and our recently announced Power licensing deal with Netflix.”
“Adjusted OIBDA was impacted by lower B2B revenue and higher professional services costs, while the margin remained healthy at 37% in Q2.”
“Adjusted OIBDA was impacted by lower B2B revenue and higher professional services costs, while the margin remained healthy at 37% in Q2.”
“Proof of concept programs from revenue-generating customers grew to 25 from 21 since our last earnings call, and both engagements and quote activity increased approximately 25% and 40% quarter-over-quarter, respectively.”
“This was partially offset by Amgen's reported KYPROLIS net sales of $314 million, a year-over-year decrease of 17% driven by lower volume, a decline we had anticipated to some degree, and one that remains within our royalty revenue guidance.”
“The midpoint of the adjusted EBITDA guidance range implies a margin as a percentage of revenue of 13.2%, which is over 200 basis points of margin expansion year-over-year.”
“With the task order funds, as well as cash generated from our existing broker business and strong cash balance, we have now met the financing contingency for our more than $3 billion of customer contracts for the purchase of LEU and HALEU, another key milestone in de-risking and advancing our ongoing multi-billion dollar expansion.”
“On the expense side, cost of product sales rose 29.2%, in line with higher unit volumes, including deliveries under the Workforce Housing Order.”
“For my follow-up, just on the non-comp outlook, given just the strong revenue momentum, the AI investments that you've earmarked, was hoping you could speak to the non-comp growth outlook for full year 2026 and whether the $42 million that we saw this quarter, if that's a reasonable jumping-off point, recognizing that included some elevated professional fees as well, likely tethered to the IPO.”
“We expect this level of dividend to represent approximately half of next year's Free Cash Flow and even less in 2028 as CapEx continues to decline.”
“We expect this level of dividend to represent approximately half of next year's Free Cash Flow and even less in 2028 as CapEx continues to decline.”
“To close, this quarter demonstrates exactly what the LandBridge model is designed to do: grow revenues across diversified recurring revenue streams, convert that growth into outsized free cash flow at an 89% adjusted EBITDA margin and 60% free cash flow margin, and reinvest that cash flow to expand our acreage position, compounding value for shareholders over time.”
“Based on the information available today, we expect revenue for the third quarter of 2026 to be in the range of $63 million-$73 million.”
“The increase primarily reflected $13.1 million in volume growth and product mix, and a $0.4 million favorable impact from pricing, partially offset by a decrease of $1.1 million in shipping and logistics revenue.”
“3rd, we're deploying capital effectively by expanding our capacity to address generational demand and positioning Karman to deliver sustained 20%-25% organic growth and adjusted EBITDA margins of up to 30% for years, supplemented by inorganic growth.”
“We're targeting adjusted EBITDA margins above 15%, a three-year adjusted EPS compound annual growth rate above 10%, net leverage between two to three times, average annual free cash flow of $100 million, and a portfolio where PC and RUPS represent more than 85% of our sales.”
“Average curtailments are expected to decline to approximately 25 million cubic feet per day for the balance of 2026, and we expect to exit the year approaching 2.2 billion cubic feet per day of processed gas volumes with no curtailments assumed in the fourth quarter.”
“As part of our profit restoration strategy, California's share of the personal auto portfolio declined by 2.5 percentage points during the quarter, driven by a 10% sequential decline in policies in force, along with continued growth in other markets.”
“We were able to support our customers' near-term needs by ramping our flexible production capacity and driving a 36% sequential revenue increase during the fiscal third quarter.”
“Underlying revenue, which excludes the previously disclosed discrete impacts driven by reduced demands from the federal government and three large ETM customers, declined approximately 0.6%, an improvement of 270 basis points versus the first quarter, thus contributing more than half of the overall year-over-year improvement versus Q1.”
“This resulted in higher fixed asset depreciation expense for the acquired entity than we previously anticipated, and our guidance now incorporates an incremental 2% non-cash expense headwind to 2026 EPS versus our prior view.”
“With more than 18 months of commercial driverless operation under our belt and a growing ecosystem of customers and strategic partners, we believe Kodiak is well positioned for our next phase of growth as we prepare to launch long-haul driverless by the end of 2026.”
“For the full year forecast, as Yamada explained, net income forecast is maintained at JPY 130 billion, and therefore the full year dividend forecast is steady at JPY 187.36 based on changed dividend policy and also based on the pipeline profit and investment recouping, we will continue to earn the excess capital, and this stance has not really changed.”
“We are raising our full-year organic revenue guidance range to 5%-8% growth, driven by increased bookings in our CCT business, strength in both Flow Technologies projects and short cycle, and continued friction OE outperformance, coupled with operational performance above our original expectations.”
“Looking ahead, we expect to leverage LINZESS generating cash flow to further reduce our debt and we are well-positioned to end 2026 with a gross leverage below 1x, while maintaining resources necessary to advance and prepare for the potential commercialization of apraglutide.”
“Revenue for the second quarter was $224.2 million, up 20.1% year-over-year, reflecting healthy demand across our customer base and continued momentum in newer growth channels.”
“Second quarter Amtagvi revenue increased roughly 51% over the first quarter of 2026 and 68% year-over-year, reflecting a robust increase in patient demand and adoption.”
“Back in May, at our Owners' Day, we introduced the Rule of 50 as our long-term plan, proving that growth and profitability are not a trade-off, but a combination we can deliver together.”
“Cost of product revenues was $67.2 million, or 16% of revenues, which is lower on a percentage basis than the 26% we saw in the second quarter of the prior year, reflecting the positive contributions of BRINSUPRI to the company's gross margin profile.”
“While our largest customer contributed less revenue in Q2 than in Q1 as a result of a change in the quarter to program structure and service mix, we continue to expect it to grow year-over-year for the full year.”
“We expect full year 2026 Hotel EBITDA margins to range from down 25 basis points to up 25 basis points, or essentially flat at the midpoint, which includes approximately 25 basis points of headwinds from higher property taxes.”
“I'm very pleased to report that indie delivered a quarter of solid growth and performance with revenue of $64 million, up 24% year-over-year, and above the midpoint of our guidance.”
“Should we expect to see the Part 2 randomized withdrawal data prior to your meeting with FDA, or are you planning to share the data and the regulatory feedback and next steps simultaneously?”
“One last item to note is we expect to pay approximately $120 million in sales-related rebates during the second half of this year.”
“During the quarter, we invested $11 million of cash spend for quality system and product-related remediation activities, $11 million on restructuring and integration, and $19 million on CapEx for general maintenance and capacity expansion at our facilities, as well as placement of revenue-generating infusion pumps with customers outside the U.S.”
“With these efficiency improvements and a favorable business mix derived from the greater contribution of commercial revenues and a higher percentage of revenues tied to fixed and T&M contracts, we remain well-positioned to achieve our target of 10-20 basis points adjusted EBITDA margin expansion for the full year, as well as over the longer term.”
“During the quarter, the other segment revenue, net of eliminations, grew 50%, which contributed positively to consolidated gross profit, but also created a mix headwind to our consolidated gross margin percentage of 40 basis points.”
“Headline revenues were up 24% year-over-year, with strong incremental margins of 46%, that was after some impact from the CAM acquisition.”
“As a result of our second quarter outperformance and improved outlook for the second half of the year, we are raising our 2026 comparable hotel Total RevPAR and RevPAR growth guidance ranges to 4.75%-5.25% over 2025.”
“In the second quarter, Heritage generated record net income of $61.7 million, record diluted earnings per share of $2.05, an annualized return on equity in excess of 45%, and substantial operating cash flow of $166.5 million.”
“Regardless, with the 12-month strip remaining around $70 per barrel WTI, we are confident that our customers will be using higher planning price assumptions this budget season compared to what they used last year, pointing to upstream spending growth in 2027.”
“As a result of our strong first half operating performance and our confidence in the outlook for the remainder of the year, we are increasing our full year 2026 core earnings guidance to a range of $4.60-$4.90 per share.”
“Looking at the full year of 2026, we continue to expect second half revenue to be meaningfully stronger than the first half, driven by strong service and spares orders bookings during the first half of the year that will translate into higher revenue as customers prepare for higher activity levels.”
“At a high level, the way to think about it, before we get into those details next week, is we will have a dozen to 15 different investments that we believe are ones that we could hold for long periods of time that will generate high rates of return based on their structural competitive positions, management teams, and strong levels of earnings growth.”
“I'd like to highlight that ex-China demand for FRUZAQLA continues to grow as well, achieving an overall 40% growth in in-market sales.”
“Total revenue grew by 11%, driven by the premium growth, as well as an increase in services revenue generated from new clients in Exzeo.”
“As a reminder, we had $12.5 million of notified ARR down sell and churn related to the migration and had identified approximately $52 million of additional at-risk ARR, of which we expected to retain $22 million.”
“Encouraged by these exceptional results and our confidence in the outlook for new investment activity, fee income, portfolio yield, and our cost of debt, we are increasing our 2028 adjusted EPS guidance to a range of $3.55-$3.65, up from $3.50-$3.60, and affirming our guidance for adjusted ROE of greater than 17% in 2028.”
“The robust revenue performance resulted in adjusted EBITDA of CHF 329 million, adjusted EBITDA margin of more than 65%, and non-GAAP earnings per share of CHF 2.28, highlighting the strength of our diversified royalty portfolio and the operating leverage that's inherent in our differentiated business model.”
“Following a strong first quarter, we are raising our fiscal 2027 apheresis revenue guidance to low to mid single-digit growth.”
“I want to first ask about replacement versus OE volume expectations for the Q3, which I assume entails sustained OE growth, likely at a lower rate and with less pronounced replacement declines, to get your total volumes flat year-over-year per the outlook.”
“We also continue to be very optimistic about our outlook for organic growth for the second half of 2026, as Jackie will discuss shortly, and remain on track to meet our previously disclosed full year production guidance of 7,500-9,300 GEOs.”
“Given our strong growth through the first half of the year, positive user response to core app improvements and higher than anticipated AI-driven operational leverage, we are raising our full year 2026 outlook today.”
“Importantly, we have successfully mitigated the profitability impact of the changing reimbursement environment under the IRA through disciplined execution across the business, enabling us to generate adjusted EBITDA growth of 23% during the first half of 2026, compared with the first half of 2025.”
“As a result, we expect second half net sales to be down low single digits and adjusted EBITDA to decline when compared to second half of 2025, with the impact more pronounced in the fourth quarter.”
“Military and government service revenue increased 40% compared to Q2 2025 and 20% sequentially, reflecting high demand and increased usage of related services.”
“Turning to slide six, we continue to derive growth through CareScout, which represents a significant long-term opportunity given the growing demand for aging care, including from 70 million baby boomers now aged 62 to 80.”
“Turning to our outlook for 2026, we are raising our full year AFFO per share guidance from $0.80-$0.84 to a new range of $0.82-$0.85, and increasing our gross transaction volume guidance from $250 million-$350 million to a new range of $700 million-$800 million.”
“A fleet of 43 high-quality, modern dry bulk vessels are significant operating leverage combined with low financial leverage, a $10,000 cash flow break-even rate, and $350 million of undrawn revolver availability collectively provide an attractive risk-reward balance for shareholders.”
“Pivoting to financial guidance, Globus Medical reaffirms its full-year 2026 revenue guidance of $3.18 billion-$3.22 billion, and we are increasing our guidance for non-GAAP fully diluted earnings per share to be in the range of $4.95-$5.05, from the previous range of $4.70-$4.80.”
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This is a transcript-only, historically incomplete publication. Releases, filings, slides, consensus and price reaction are visibly marked as not joined; lower-evidence packets remain held instead of being inferred.这是仅基于电话会文本且历史覆盖尚不完整的发布。新闻稿、披露文件、演示材料、一致预期和股价反应均明确标注为未接入；证据不足的数据包会被暂缓，而非由推断补齐。